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Nuveen Oregon Intermediate Muni Bd A FOTAX

Quantitative rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 9.86  /  0.09 %
  • Total Assets 194.5 Mil
  • Adj. Expense Ratio
    0.810%
  • Expense Ratio 0.810%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Muni Single State Interm
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 1.86%
  • Effective Duration 5.15 years

Morningstar’s Analysis FOTAX

Will FOTAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Nuveen Oregon Intermediate Muni Bd A's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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